| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IDN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −15.0% | −14.4% | +43.8% | +14.3% | −44.7% | −7.2% | −10.2% | — | — | — | — | — | −44.9% | +9.3% | −54.3pp |
| 2025 | −5.4% | −4.2% | +19.3% | −12.2% | +91.4% | +5.9% | −8.2% | +10.1% | −4.6% | −11.7% | +37.9% | +5.5% | +138.6% | +17.7% | +120.9pp |
| 2024 | −10.0% | +0.0% | +103.5% | −7.8% | −0.9% | +7.5% | −10.8% | −24.3% | −6.1% | +17.5% | −6.3% | +17.2% | +47.4% | +24.9% | +22.5pp |
| 2023 | +36.0% | −11.8% | +4.2% | −11.6% | +6.3% | +5.1% | +4.5% | +0.8% | −13.5% | −17.8% | +2.2% | +0.5% | −5.0% | +26.2% | −31.2pp |
| 2022 | −11.7% | −14.5% | −26.9% | −16.5% | −15.5% | +12.2% | +18.8% | +30.0% | −19.2% | −14.7% | +1.9% | −8.7% | −56.7% | −18.2% | −38.5pp |
| 2021 | +1.5% | +5.1% | −31.1% | +19.0% | −24.8% | +11.6% | +7.5% | −2.0% | −7.1% | +8.5% | −42.4% | −9.8% | −59.5% | +28.7% | −88.2pp |
| 2020 | +13.0% | −3.9% | −58.3% | +81.1% | +0.0% | +23.0% | −3.0% | −13.9% | +5.9% | +8.5% | +35.6% | +16.1% | +52.3% | +18.3% | +33.9pp |
| 2019 | +14.5% | +10.6% | +30.3% | −3.7% | +42.1% | +19.9% | −7.4% | −9.5% | +2.9% | +7.4% | +27.0% | +10.0% | +250.0% | +31.2% | +218.8pp |
| 2018 | −16.8% | +20.2% | −29.7% | +17.8% | +9.9% | −1.3% | +0.4% | −6.1% | +15.7% | −1.2% | −11.3% | −2.7% | −16.4% | −4.6% | −11.8pp |
| 2017 | +5.5% | −14.8% | +5.7% | +11.1% | +42.4% | −5.8% | −20.1% | −16.4% | +10.8% | −22.6% | +1.8% | +12.8% | −6.9% | +21.7% | −28.6pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. IDN is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 35% | 37% | 63% | 44% | 48% | 44% | 30% | 38% | 46% | 35% | 42% | 58% |
| Median | −3.5% | −2.7% | +4.8% | −3.5% | +0.0% | −1.3% | −8.2% | −4.5% | −4.5% | −6.1% | −6.3% | +4.5% |
| Best | +36.0% | +58.3% | +103.5% | +81.1% | +91.4% | +23.0% | +163.3% | +51.8% | +73.9% | +44.1% | +104.2% | +195.3% |
| Worst | −50.2% | −49.0% | −58.3% | −26.1% | −44.7% | −45.9% | −37.7% | −28.7% | −24.4% | −33.4% | −51.7% | −24.3% |
| vs SPY ⓘ | −4.7pp | −2.2pp | +5.5pp | −3.7pp | −3.7pp | −2.8pp | −8.9pp | −5.5pp | −3.6pp | −7.8pp | −6.9pp | +3.4pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
